If you’ve ever gone digging for the “right” sales deck mid-call, you know the pain. Sales assets are supposed to help you close deals, not make you sweat while you fumble with folders. This guide is for anyone using Prezcall who wants their sales content to actually work for them—without turning into a digital junk drawer.
Let’s skip the fluffy talk. Here’s how to actually upload and organize your sales assets in Prezcall, keep them findable, and avoid common headaches.
Step 1: Get Your Files Ready Before Uploading
First, don't just dump everything in. Take 10 minutes to sort out what you actually need.
What to gather: - Your latest pitch decks - Case studies - Product one-pagers - Demo videos - Pricing sheets
What to skip: - Outdated versions (delete them now, thank yourself later) - Random internal notes nobody outside your team should see - “Just in case” files you haven’t touched in months
Pro tip: Rename your files before you upload. Use clear, simple names like 2024-enterprise-deck.pdf or case-study-widgetco.pdf. If you upload a file called final_v2_reallyfinal.pptx, you’re setting yourself up for confusion.
Step 2: Upload Your Sales Assets to Prezcall
Prezcall lets you upload files in a few straightforward ways. Here’s how to do it without getting tripped up.
The Basics
- Log in to Prezcall.
- Find the “Assets” or “Library” section. It’s usually in the sidebar.
- Click
Uploador the “+” button. - Drag and drop your files, or use the file picker.
Supported File Types
Prezcall handles most common formats: - PDF, PPTX, DOCX - Images (PNG, JPG) - Videos (MP4, MOV)
What doesn’t work: Big video files (over 1GB) can choke the upload. Compress them first, or host elsewhere and link out.
Organize as You Go
Prezcall usually lets you pick folders or categories while uploading. If you skip this, everything lands in “Uncategorized,” which is basically a black hole. Take the extra 10 seconds to put things where they belong.
Step 3: Set Up a Simple Folder Structure
This is where most people overthink things. Don’t build a maze you’ll hate later. Start simple and expand only if you actually need to.
A good starter structure: - Decks - By product line or industry if you have a lot - Case Studies - By customer type or vertical, if needed - Pricing - Product Sheets - Demo Videos
What doesn’t work: A folder for every possible scenario (“Decks for Q2 calls with insurance prospects under 50 employees”)—that’s overkill.
Pro tip: If Prezcall offers tags or labels, use them instead of crazy-deep folders. Tags like SaaS, Healthcare, or 2024-pricing make searching way faster than clicking through endless folders.
Step 4: Add Clear Titles and Descriptions
Don’t assume people will know what your file is just by the name. Prezcall usually lets you add a title and a short description for each asset.
Good example: - Title: “Acme Corp Case Study – Logistics” - Description: “How Acme cut delivery times by 30% using our routing software. Good for logistics prospects.”
What doesn’t work: Leaving the description blank, or writing “latest version” as the title.
Pro tip: If an asset is only for internal use (say, a competitive teardown), label it clearly so nobody sends it to a prospect by mistake.
Step 5: Use Tags and Categories (But Don’t Go Overboard)
Tags and categories are handy if you use them right. The trick is picking a small set that everyone understands.
How to pick tags: - Stick to things you’d actually search for (product names, industries, use cases). - Avoid making tags for every minor detail.
Examples:
- enterprise, midmarket, healthcare, renewals, 2024
What doesn’t work: Tagging every asset with 10+ keywords. That just clutters search and creates confusion.
Pro tip: Write down your main tags somewhere, and share the list with your team. Consistency beats creativity here.
Step 6: Control Access and Sharing
Not every asset is for every audience. Prezcall usually lets you set permissions—use them.
Who should see what: - Customer-facing decks: Shared with the whole sales team - Internal training: Restricted to staff only - Confidential pricing: Maybe only for senior reps or managers
Don’t: Assume permissions are set right by default. Double-check, especially for sensitive files.
Pro tip: Test sharing a link with a teammate before sending to a prospect. Make sure it opens for them—nothing kills momentum like a broken link.
Step 7: Keep Things Clean With Regular Maintenance
Even the best system turns into a mess if you ignore it. Block 15 minutes on your calendar once a quarter to:
- Delete old or outdated assets
- Update anything with stale info (especially pricing and case studies)
- Archive stuff you no longer need, instead of deleting, if Prezcall lets you
What doesn’t work: Hoping someone else will do this. They won’t.
Pro tip: Set a recurring reminder for this. It’s boring, but skipping it costs you more time in the long run.
What to Ignore (and What to Watch For)
It’s easy to get distracted by shiny features. Here’s what’s worth your time—and what’s not.
Worth it: - Tags and simple folders - Clear naming and descriptions - Regular clean-up
Not worth it: - Overcomplicating your structure - Uploading every single file “just in case” - Custom branding for every asset (unless you’re at a huge company)
Watch out for: - Version control: If multiple people update files, make sure you know which is current. Prezcall may not have true versioning, so be careful. - “Set it and forget it” thinking. Even the best structure needs maintenance.
Keep It Simple—And Keep Improving
The best sales asset system is one you’ll actually use. Start with the basics, skip the overengineering, and tweak as you go. You’ll spend less time hunting for files and more time actually selling—which, let’s be honest, is why you’re here.